Course Details
Your Growth, Our Mission
Course Description
This program covers advanced strategies, tools, and technologies used to capture, categories, manage, store, preserve (archive), and deliver vital business records in support of business processes. In this program you will learn how to:
• Understand advanced records management policies, procedures and standards including ISO15489 and ISO27001
• Develop key strategies for meeting compliance, legal and audit requirements
• Create records management business tools like electronic file plan, retention and disposal rules, security rules, archiving, confidentiality and privacy
• Link how records management systems and implement across your organization
• Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with records management and information security
The Training Course Will Highlight ?
PROGRAMME SUMMARY
This program covers all the essential skills and advanced concepts for managing records and information in accordance with international standards such as ISO15489 and ISO27001. There will be discussions on the use of software, best practice implementation as well as applying all the key concepts. The program will concentrate on the advanced skills required to effectively deploy and maximize the benefit of records management as well as manage the information security and outcomes and deliver business benefits. All participants will return to their organizations with a detailed and advanced understanding and have developed action plans to implement records management and information security, auditing and compliance successfully in their organizations.
Training Objective
PROGRAMME SUMMARY
This program covers all the essential skills and advanced concepts for managing records and information in accordance with international standards such as ISO15489 and ISO27001. There will be discussions on the use of software, best practice implementation as well as applying all the key concepts. The program will concentrate on the advanced skills required to effectively deploy and maximize the benefit of records management as well as manage the information security and outcomes and deliver business benefits. All participants will return to their organizations with a detailed and advanced understanding and have developed action plans to implement records management and information security, auditing and compliance successfully in their organizations.
Target Audience
This program will prove to be a useful and productive for all those who are interested in understanding document and records management, those that have already attended ‘Document & Records Management Compliance’ and how it can be implemented successfully. It will be of benefit to:
- IT Management
- Records managers
- Document controllers
- Technical staff
- Document and Records Management personnel
- Document Management Supervisors
- Suppliers, Solution Providers and Vendors
- Executives
- Users of Document and Records Management
- Personnel seeking to enhance their skills
Training Methods
Participants will learn by active participation during the program through the use of a wide variety of instructional techniques. There will be group exercises to allow for a “hands on” approach to learning. Case studies will be utilized to present “best practices” approaches. In addition there will be in depth discussion of critical success factors.
Daily Agenda
STRATEGY AND UNDERSTANDING KEY ELEMENTS
- Introduce advanced records management, ISO15489
- Review information security ISO27001
- Creating records management audit register
- Create file plans, metadata plan, retention schedule
- Understanding security and compliance
CONCEPTS AND SET UP COMPONENTS
- Business classification scheme and taxonomy
- Document control
- Metadata and indexing
- Classification schemes
- Compliance, controls and security
- Legislation, standards and regulation
IT PROCESS AND DELIVERY
- Review IT records management systems
- Review ECM systems
- Scanning and legal issues
- Archiving and retention requirements
- Digital signatures
IMPLEMENTATION PLANNING
- Implementation planning
- Setting up controls for ISO15489 and ISO27001
- Creating policies and procedures
- Creating a records management action plan
CASE STUDIES
- Introduction to case studies
- Group 1 – Strategy
- Group 2 – Concepts
- Group 3 – Process
- Presentations
- Evaluation and discussion
Accreditation
BTS attendance certificate will be issued to all attendees completing minimum of 75% of the total course duration.
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